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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,256 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,270 | $88,203-92.9% | $165,100-96.2% | $74,478-91.6% |
| Participation rate | 79.5% | 73.1%+6.4pp | 78.6%+0.9pp | 67.2%+12.3pp |
| Annual return | 13.51% | 17.13%-3.6pp | 70.21%-56.7pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $1,178 | $2,601-54.7% | $4,348-72.9% | $2,626-55.1% |
| Participant deferral / active EE | $1,702 | $4,505-62.2% | $6,035-71.8% | $4,350-60.9% |
| Admin fee / account holder | $29 | $2,235-98.7% | $12,696-99.8% | $1,946-98.5% |